Executive Wealth Management, LLC Purchases in Q4 2024

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
14.9K
New
$479.66 - $614.62 $7.15M - $9.16M
14.9K $7.24M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
26K
+ 52.77%
$198.04 - $221.51 $5.15M - $5.76M
75.2K $15.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
64.3K
New
$78.43 - $87.17 $5.04M - $5.61M
64.3K $5.16M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
174K
New
$28.3 - $30.67 $4.91M - $5.32M
174K $5.11M
GLDM
World Gold Trust

ETFs
98.1K
New
$50.76 - $55.23 $4.98M - $5.42M
98.1K $5.1M
CORT
Corcept Therapeutics Inc

Healthcare
95.8K
+ 158.1%
$44.66 - $60.85 $4.28M - $5.83M
156K $7.88M
XOM
Exxon Mobil Corp

Energy
37.2K
+ 68.68%
$105.51 - $125.37 $3.92M - $4.66M
91.3K $9.82M
HCA
Hca Healthcare, Inc.

Healthcare
8.75K
New
$297.52 - $415.61 $2.6M - $3.63M
8.75K $2.63M
APH
Amphenol Corp

Technology
31.3K
+ 64.66%
$62.07 - $75.35 $1.94M - $2.36M
79.6K $5.53M
UNP
Union Pacific Corp

Industrials
11.8K
+ 38.54%
$223.15 - $249.32 $2.63M - $2.93M
42.3K $9.65M
GOOGL
Alphabet Inc.

Communication Services
2.41K
+ 4.95%
$161.86 - $196.66 $391K - $475K
51.1K $9.68M
FSLR
First Solar, Inc.

Technology
8.83K
New
$175.88 - $240.66 $1.55M - $2.13M
8.83K $1.56M
JNJ
Johnson & Johnson

Healthcare
17.2K
+ 30.66%
$143.34 - $165.86 $2.46M - $2.85M
73.2K $10.6M
AVGO
Broadcom Inc.

Technology
1.32K
+ 7.59%
$159.67 - $250.0 $211K - $330K
18.7K $4.33M
SO
Southern CO

Utilities
23.1K
+ 28.88%
$81.5 - $94.15 $1.88M - $2.17M
103K $8.47M
V
Visa Inc.

Financial Services
835
+ 3.56%
$273.87 - $320.91 $229K - $268K
24.3K $7.68M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.32K
+ 1.99%
$66.77 - $71.52 $555K - $595K
425K $29.3M
AVLV
American Centy ETF Tr Avantis
14.8K
+ 9.36%
$65.51 - $71.22 $969K - $1.05M
173K $11.5M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
43.9K
+ 41.04%
$25.0 - $25.11 $1.1M - $1.1M
151K $3.78M
UNH
Unitedhealth Group Inc

Healthcare
2.33K
+ 213.97%
$485.52 - $625.25 $1.13M - $1.46M
3.42K $1.73M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
41.2K
+ 36.55%
N/A
154K $3.65M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
41.3K
+ 35.53%
$23.88 - $24.32 $987K - $1M
158K $3.78M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
39.6K
+ 35.16%
$24.82 - $25.48 $982K - $1.01M
152K $3.79M
SRE
Sempra Energy

Utilities
10.2K
New
$80.81 - $94.77 $827K - $970K
10.2K $898K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
43.1K
+ 33.63%
$22.71 - $23.47 $978K - $1.01M
171K $3.9M
IBDV
Ishares Tr

Technology
46.1K
+ 36.5%
$21.24 - $22.15 $979K - $1.02M
172K $3.68M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
48.2K
+ 38.25%
$20.28 - $21.2 $978K - $1.02M
174K $3.55M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
39.8K
+ 39.55%
$24.5 - $25.72 $975K - $1.02M
140K $3.45M
PLTR
Palantir Technologies Inc.

Technology
382
+ 1.94%
$36.46 - $82.38 $13.9K - $31.5K
20K $1.51M
EA
Electronic Arts Inc.

Communication Services
4.01K
+ 22.01%
$140.69 - $167.97 $565K - $674K
22.2K $3.25M
GOOG
Alphabet Inc.

Communication Services
894
+ 4.87%
$163.08 - $198.16 $146K - $177K
19.2K $3.66M
MA
Mastercard Inc

Financial Services
175
+ 1.21%
$491.3 - $536.15 $86K - $93.8K
14.6K $7.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
743
+ 14.04%
$567.81 - $607.81 $422K - $452K
6.04K $3.54M
EME
Emcor Group, Inc.

Industrials
649
+ 8.87%
$427.96 - $526.95 $278K - $342K
7.96K $3.61M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
32.1K
New
$13.61 - $14.58 $437K - $468K
32.1K $462K
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 2.48%
$213.65 - $479.86 $16K - $36K
3.1K $1.25M
NEE
Nextera Energy Inc

Utilities
21.3K
+ 25.31%
$69.77 - $85.43 $1.49M - $1.82M
105K $7.56M
ACN
Accenture PLC

Technology
1.33K
+ 5.82%
$343.9 - $376.86 $456K - $500K
24.1K $8.48M
AIQ
Global X Funds Global X Artifi

ETFs
9.23K
+ 57.16%
$36.57 - $40.57 $338K - $375K
25.4K $980K
ETN
Eaton Corp PLC

Industrials
916
+ 10.63%
$326.96 - $377.52 $299K - $346K
9.53K $3.16M
NDAQ
Nasdaq, Inc.

Financial Services
3.94K
New
$70.87 - $83.05 $279K - $327K
3.94K $304K
IBM
International Business Machines Corp

Technology
1.32K
New
$204.9 - $238.04 $270K - $314K
1.32K $289K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.62K
New
$55.45 - $61.08 $256K - $282K
4.62K $256K
EPI
Wisdomtree Tr India Earnings F

ETFs
5.97K
+ 113.99%
$45.09 - $50.08 $269K - $299K
11.2K $507K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.99K
New
$80.93 - $85.66 $242K - $256K
2.99K $242K
IVV
Ishares Core S&P 500 ETF

ETFs
342
+ 10.05%
$570.51 - $610.59 $195K - $209K
3.75K $2.21M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.72K
New
$86.65 - $94.9 $236K - $258K
2.72K $236K
WFC
Wells Fargo & Company

Financial Services
3.21K
New
$54.98 - $77.35 $177K - $248K
3.21K $225K
DTM
Dt Midstream, Inc.

Energy
49
+ 0.46%
$78.85 - $108.56 $3.86K - $5.32K
10.6K $1.06M
Activity Summary
Buys All Purchases 135 New Holdings 20 Increased Positions 115 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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